Source Financial Advisors LLC Ishares Core U.S. Reit ETF Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 26,666 shares of USRT stock, worth $1.52 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
26,666
Previous 26,649
0.06%
Holding current value
$1.52 Million
Previous $1.43 Million
15.0%
% of portfolio
0.49%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding USRT
# of Institutions
402Shares Held
32.2MCall Options Held
11.1KPut Options Held
200-
Black Rock Inc. New York, NY2.92MShares$167 Million0.0% of portfolio
-
Us Bancorp \De\2.78MShares$158 Million0.21% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.58MShares$90.3 Million0.47% of portfolio
-
Northwestern Mutual Wealth Management CO1.32MShares$75.3 Million0.06% of portfolio
-
Trust CO Of Tennessee Knoxville, TN1.16MShares$66.4 Million22.2% of portfolio